Archive for the ‘FYI Investors!!!!’ Category
Why Robert Shiller Is Worried About The Market
March 14th, 2017 by Jason B. Vanclef
by Tyler Durden Mar 14, 2017 9:33 AM The last time Robert Shiller heard stock-market investors talk like this in 2000, it didn’t end well for the bulls. As Bloomberg reports, [4] Shiller says when markets are as buoyant as they are now, resisting the urge to pile in is hard regardless of what else […]
The World’s Most Deceptive Chart
March 6th, 2017 by Jason B. Vanclef
Mar 6, 2017 8:23 AM Via Lance Roberts of RealInvestmentAdvice.com, I received an email last week which I thought was worth discussing. “I just found your site and began reading the backlog of posts on the importance of managing risk and avoiding draw downs. However, the following chart would seem to counter that argument. In the […]
A Look Back At 1999!
March 6th, 2017 by Jason B. Vanclef
Mar 5, 2017 1:39 PM Via RealInvestmentAdvice.com, [4] On Friday, I penned: [5] “The question that must be answered is just how much of the benefit from these fiscal proposals have already been priced in perfection? What happens if tax reform is less than anticipated? Or infrastructure spending is cut from $1 Trillion to $500 […]
Here’s the real reason behind Dow 21,000 (no, it’s not Trump’s speech)
March 2nd, 2017 by Jason B. Vanclef
Published: Mar 2, 2017 3:31 a.m. ET As I write this, the Dow Jones Industrial Average DJIA, -0.27% has surged more than 300 points, vaulting the benchmark index over 21,000 points for the first time. This ferocious rally, a day after President Trump’s speech to Congress, also is reflected in other indices, including the S&P […]
What’s Wrong With This Picture?
February 19th, 2017 by Jason B. Vanclef
by Tyler Durden Feb 18, 2017 5:50 PM Turn on any mainstream business channel (or President Trump’s tweet stream) and you will be told how ‘awesome’ everything is going to be… look at stocks, look at sentiment surveys, look at consumer confidence, look at small business optimism. There is two small problems with all of this… […]
Goldman: Investors Will Soon Realize They Were Too Optimistic
February 19th, 2017 by Jason B. Vanclef
by zerohedge.com Feb 18, 2017 8:03 PM After several increasingly more comprehensive critiques of Trump’s fiscal policies (most recently this past weekend), on Friday, just as the S&P closed at fresh all time highs propelled by a late day ramp, Goldman’s chief equity strategist who has a 2,300 year end target on the index, cautioned that […]
Stocks trade in record territory, on track for weekly gains
February 10th, 2017 by Jason B. Vanclef
Published: Feb 10, 2017 10:13 a.m. ET Marketwatch.com BUT……… All three main stock-market indexes were on track for a third straight weekly advance. “A rally on Wall Street on Thursday, amid the lowest volumes, was very interesting. The minute Trump mentioned “phenomenal” tax reforms, [computer trading algorithms] kicked in immediately, bidding up prices of banking […]
“Euphoric” – S&P Risk-Reward Surges To Worst Level In 23 Years
February 9th, 2017 by Jason B. Vanclef
by zerohedge.com Feb 9, 2017 3:40 PM Despite the constant clamor of money-on-the-sidelines (which Cliff Asness has summarily dismissed as being idiotic) about to take stocks on their next leg higher, and near-record high bullish investor sentiment, it appears institutional selling is doing nothing to affect the ‘euphoric’ levels of risk-to-reward in the markets. Full […]
Why The Massive Expansion Of “Money” Hasn’t Trickled Down To “The Rest of Us”
January 4th, 2017 by Jason B. Vanclef
Submitted by Charles Hugh-Smith via OfTwoMinds blog, If you create and distribute money only in the apex of the wealth/power pyramid, it can only benefit the few rather than the many. There are numerous debates about money: what it is, how we measure it, and so on. In recognition of these debates, I’m referring to […]
Goldman Sachs accounts for a quarter of Dow Jones gains since election
January 4th, 2017 by Jason B. Vanclef
BY PETER SCHROEDER – 12/20/16 10:48 AM EST Nearly a quarter of the post-election stock market rally in the Dow Jones Industrial Average has been driven by gains in one company’s stock: Goldman Sachs. The blue-chip Dow Jones stock index has reached new all-time highs since the surprising win by President-elect Donald Trump, and is flirting with clearing over […]